London, United Kingdom
Global Wealth Management & Retirement Advisor/Master Practitioner Consultant
Financial Services
Education
Belmont University 2008 — 2009
Mini MBA-Executive Program
EntreLeadership Academy 2008 — 2008
Leadership Development
University of Virginia
Business Strategy and Analytics
Valley City State University
Experience
The North Highland Company January 2015 - Present
The North Highland Company April 2013 - January 2015
The North Highland Company September 2012 - April 2013
Transamerica March 2011 - October 2012
MetLife Financial Services June 2010 - March 2011
Ameriprise Financial May 2009 - June 2010
Ameriprise Financial Services, Inc. June 1995 - June 2010
Ameriprise Financial December 2007 - May 2009
Ameriprise Financial June 1999 - December 2007
Ameriprise Financial June 1995 - June 1999
Skills
Entrepreneurship, Selling, Regional Development, B2B, Pipeline Building, B2C marketing, Retirement, Wealth Management, Management, Project Management, Insurance, Sales Operations, Marketing Strategy, Implementing Sales, Leadership Development, Program Management, Mutual Funds, Strategy, Sales Presentations, Business Development, Mergers & Acquisitions, Employee Training, Sales, New Business Development, Human Resources, Retirement Planning, Series 7, Consultative Selling, Series 63, Creative Problem Solving, Business Generation, Relationship Development, B2B Marketing, Team Leadership, Retirement Services, Employee Benefits, Strategic Planning, Account Management, Leadership, Marketing, Strategic Financial..., Financial Advisory, Business Relationship..., Training & Development, Group Presentations, Lead Generation, Small Business, Investments, Coaching, Training